Revenue Growth
Oracle's revenue increased by 21.7% year-over-year, driven by strong demand for cloud services and software solutions.
Source: 10-Q Income Statement
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
Oracle reported strong financial performance in Q3 FY2026 with significant revenue and net income growth, driven by robust operational efficiency and strategic investments.
Revenue
$17.19B
+21.66% YoY
EPS (Diluted)
$1.27
+24.51% YoY
Operating Income
$5.46B
+25.38% YoY
Source: SEC XBRL
Oracle (ORCL) reported Q3 FY2026 revenue of $17.19B, up 21.7% year over year. Operating margin was 31.8%, up 1.0 points from 30.8% a year earlier. ORCL's fiscal Q3 FY2026 corresponds to calendar Q1 2026.
Last 4 quarters: 3 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 2.03 | 2.00 | Beat +1.4% |
| Mar 2026This filing | 1.79 | 1.74 | Beat +3.1% |
| Dec 2025 | 2.26 | 1.67 | Beat +35.2% |
| Sep 2025 | 1.47 | 1.51 | Miss -2.6% |
Adjusted (non-GAAP) EPS of $1.79 versus the $1.74 analyst consensus — a +3.1% beat for Mar 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $1.27.
Compiled by AI from this SEC filing
Oracle's revenue increased by 21.7% year-over-year, driven by strong demand for cloud services and software solutions.
Source: 10-Q Income Statement
Operating income rose by 25.4%, reflecting improved operational efficiency and cost management strategies.
Source: 10-Q Income Statement
The significant increase in total assets and cash reserves indicates Oracle's strategic investments and liquidity management to support future growth.
Source: 10-Q Balance Sheet
Compiled by AI from this SEC filing · 0 high, 2 medium, 1 low
Oracle reported a substantial increase in investment cash outflows, which could impact short-term liquidity if not managed properly.
Source: 10-Q Cash Flow Statement
The 37.5% increase in current liabilities may pressure Oracle's short-term financial obligations.
Source: 10-Q Balance Sheet
A 78.9% reduction in share buybacks might affect shareholder returns and market perception of the company's stock valuation.
Source: 10-Q Cash Flow Statement
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 17.19 $B | 14.13 $B | +21.66% |
Operating Income $B | 5.46 $B | 4.36 $B | +25.38% |
Net Income $B | 3.72 $B | 2.94 $B | +26.74% |
EPS (Basic) $ | 1.29 $ | 1.05 $ | +22.86% |
EPS (Diluted) $ | 1.27 $ | 1.02 $ | +24.51% |
R&D Expense $B | 2.61 $B | 2.43 $B | +7.33% |
Answers draw on this SEC filing and the data on this page
Oracle delivered strong FY2026 results with revenue surging 17.3% to $67.4B and net income jumping 37.3% to $17.1B, driven by robust cloud infrastructure demand, while total assets expanded 55.5% to $261.8B reflecting significant capital deployment.
Oracle's Q2 FY2026 results show significant growth in net income and EPS, driven by strong revenue increases and strategic financial management.
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